SEC Form 13F

Nalls Sherbakoff Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$140,651,078
Positions378

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB U.S. BROAD MARKET ETFSCHBETF$22,150,774764,875
SCHWAB INTERNATIONAL EQUITY ETFSCHFETF$12,169,374439,328
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSBETF$5,700,166108,761
SCHWAB US AGGREGATE BOND ETFSCHZETF$4,980,021215,306
VANGUARD REAL ESTATE ETFVNQETF$4,550,84147,193
OLD NATL BANCORP IND COMONBStock$3,723,721143,773
ALPHABET INC CAP STK CL AGOOGLStock$3,671,44910,274
INVESCO QQQ TRUST SERIES IQQQETF$3,330,7754,523
APPLE INC COMAAPLStock$2,922,75310,101
PNC FINL SVCS GROUP INC COMPNCStock$2,714,82211,026

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page